Modus Agendi

Banks and Building Societies
Insurance Companies/Brokers
Specialist Lenders

Insurance Companies and Brokers

Our work within the insurance sector covers both the manufacturers of life and general insurance products as well as intermediaries involved in the distribution of such products. The breadth of assignments cover increasing front office sales and maximising retention in back office functions.

Examples of our work

Motor insurance sales speed up

When this major broker wanted to increase sales of motor policies two choices were available. Increase advertising spend to increase the volume of calls or develop the sales capability of staff. Sales capability was chosen. more>

Worksite selling is the way forward

How a business created a new source of lead flow through developing worksite relationships with small to medium sized businesses. more>

A closed fund becomes a viable fund
The closure of this insurance company to new business heralded a significant outflow of funds. Failure to stop the outflow would ultimately make the fund unviable on a continuing basis. Modus Agendi was asked to assist in arresting the flow of funds. more>

Service leads provide the platform for sales
How a business developed a new business channel through cross selling on customer service leads. more>

Personal line sales go through the roof
How a major company with a great brand and strong general insurance products needed to develop its sales capability to achieve corporate sales targets. more>